Fort Point Capital Partners’s Sprott Physical Gold PHYS Stock Holding History

Fort Point Capital Partners’s Portfolio PHYS Stock Details PHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Hold	50,000	–	–	0.21%	68
2025 Q4	$1.76M	Hold	50,000	–	–	0.2%	74
2025 Q3	$1.48M	Hold	50,000	–	–	0.17%	86
2025 Q2	$1.27M	Buy	+50,000	New	+$1.26M	0.09%	128

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Fort Point Capital Partners's PHYS Position: Q1 2026 in Review

Fort Point Capital Partners held its Sprott Physical Gold (PHYS) position steady in Q1 2026 at 50,000 shares worth $1.77M. The position accounts for 0.21% of the portfolio, ranked #68.

Fort Point Capital Partners first reported a position in PHYS in Q2 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

Fort Point Capital Partners held 50,000 shares of Sprott Physical Gold worth $1.77M as of Q1 2026.
Fort Point Capital Partners left its Sprott Physical Gold share count unchanged in Q1 2026.
Sprott Physical Gold made up 0.21% of Fort Point Capital Partners's portfolio in Q1 2026, its #68 holding.
Fort Point Capital Partners first reported a position in Sprott Physical Gold in Q2 2025 and has held it in 4 quarters since.
675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.